Professional Documents
Culture Documents
OracleApps88
Table of Contents
Introduction to ERP..................................................................................................................................... 2
R12.x Oracle E-Business Suite Essentials for Implementers.................................................................. 5
Overview of Oracle Applications .......................................................................................................... 5
Logging In to Oracle Applications ........................................................................................................ 6
Logging In to Forms-Based Interface .................................................................................................... 7
Creating Favorites.................................................................................................................................. 13
Switch Responsibility ............................................................................................................................ 16
Creating, Saving, Searching, Editing, and Deleting a Record ......................................................... 19
Running Reports and Programs .......................................................................................................... 33
Reviewing the Help Menu Item .......................................................................................................... 54
Navigating in Self-Service Applications............................................................................................. 58
Creating New records on Oracle Applications ................................................................................. 61
Creating new record in self service pages: ......................................................................................... 76
Creating new record in oracle SCM, Create an item ........................................................................ 85
Creating Value Sets................................................................................................................................ 95
Creating a Structure for a Key Flexfield and Adding Value Sets ................................................... 97
Defining a Descriptive Flexfield with Context-Sensitive Segment............................................... 108
Creating a New User ........................................................................................................................... 120
Covering Tasks for Multiple Operating Units Without Changing Responsibilities .................. 124
Viewing Approval Process Using Workflow Monitor ................................................................... 133
Creating and Testing a Periodic Alert .............................................................................................. 149
Run a report in a DBI environment ................................................................................................... 159
OracleApps88
Introduction to ERP
Managing and automating the business processes is one of the core errands of any given
enterprise. Conventionally enterprises created their own software packages to manage their
automation needs and the software used to be strict to their own business functions; until the
concept of standard customize-able software came into the market.
The thought was to create a software package that would cater to all kind of businesses and
processes. The software should be customize-able and scale-able enough to make sure any given
enterprise can pick it and tweak it based on their requirements. That thought gave birth to the
ERP. Software, which is created keeping various industries in mind, in order to satisfy the
business needs on a global platform, still being adaptable to support any further extensions
/ customization. But before that, it is essential to understand the requirement of software to
manage the business process. So what all processes are involved in an enterprise that needs
automation / management? To answer this question, lets take one enterprise as an example.
The example is a small company that deals with textiles. They take cottons from a set of cotton
sellers, who are their vendors. Then they make t-shirts and sell those to the distributors, who are
their customers. To keep track of the money they spend on purchasing the cotton, they maintain
a book, lets name it Purchasing. Similarly, they have their machinery with which they make tshirts, which is their asset and a set of people running them, who are their employees. Similarly,
they have another book maintaining the sales and the Orders from the customer.
If we see, as they have the business to run, they will need software to automate all their books.
The one that should save all the transactions, and should be able to tell the business
management, how much did they spend on what, what is the net profit, how much did they pay
to their employees etc. The more information they have, the better is the grip on their business,
because with the detailed information, they can make budget forecasting, budget management
etc with ease.
To automate the books, some company might give them a software that will be made just for
their business need, which will have different modules, like Purchasing (to track the raw
material cost), Inventory (to manage the entire stocks of materials), Human resource (to enable
them manage their Employees and Ex-employees with automated pay checks and benefits),
Order management (to manage all the orders and deliveries), and finally a General Ledger (to
give them an eye on the entire financials) combined together. This one will be like a jackpot,
everything together. But yes, they will have to pay a lot for it, just because its made just for their
business need with their business rules embedded on to it.
So whats the solution now? Let someone come up with a software package, which will be very
generic in nature, however intelligent enough to be able to be customized based on any business
need and business rule.
We just discussed a software product that is similar to ERP. ERP is very generic software that
can be customized based on any business need. Although the design will be constant, it will still
have handles, so that the enterprises can tweak it, based on their business needs. Again fail
proof, as its tested and being used by a lot of other firms with a broad spectrum of industries. It
OracleApps88
will also be capable of Inter-communications of Modules, which solves a lot of the business logic
implementation issues. Another big advantage of ERP is that, it is frangible. The enterprise can
pick modules that they want, club them together and then start using it. They don't have to buy
everything in an ERP. For an example, if someone does not want a Material Management
module, they just wouldnt buy it. Buy everything else and start using them. Oracle E-Business
suite, PeopleSoft, SAP, Sage, MS Dynamics, JD Edwards, Baan are few big names in the ERP
space today.
History of ERP
It was the early 60s where enterprises made software to handle their
material management needs. Although the software inured to be highly customized, it was used
to handle the Materials and Inventory of the given firm. Later in 70s they came up with
something called MRP (Materials Resource Planning), this was better software that could
manage the Procurement and Inventory with the logic of timeliness. Then in the 80s MRP-II
came. It was just an extension of MRP with the advantage of managing shop floors and
Distribution. Finally they started involving all other functionalities as well, like Finance, Order
management, Human Resource etc, and then the software were named more suitably as ERP.
Oracle in ERP
Oracle has been a big name in the software industry since 1980s. Because of its robust hold on
the database management and Business intelligence sector, it was one of the leading software
industries that time. It started off with Oracle financials as one of its products in 1980s. It was a
software product that was capable of managing the financial ledgers of a firm. That incepted the
role of Oracle in ERP market. Gradually with time, it started adding different other modules to
its ERP sphere. Products like Supply chain management and Human Resource Management
increased its visibility and made it a big name in the ERP market.
It started introducing oracle forms and reports as tools to create and extend GUI for its products,
they named it, Oracle developers 2000; very popularly known as Oracle D2K. D2K brought in a
fantastic GUI and reporting capability to the ERP world, and made the Oracle ERP, one of its
kinds back then. The entire package was then called Oracle E-Business Suite and came with the
first release as Oracle 10i. Eventually, based on the requirements, a lot of modules and submodules are added to the product. Along with that, came in a lot of tools like Oracle Workflow,
AME, XML Publisher. These tools increased the scalability of the entire Product. Oracle released
its E-Business Suite version 11i in the mid of 1990s. It had near about 50 modules and many
more sub-modules. In 2006 Oracle released Release 12, popularly termed as Oracle R12.
While the E-Business Suite track kept on challenging its own brand with wonderful new
features release by release, Oracle never stopped working on the supporting tool. It released the
Oracle Developer suite 6i, which was an advanced and sophisticated version of the D2K. Later
Oracle Developer suite 10g and 11g came up with an amazing product embedded to it. The new
addition were called Oracle Fusion Middleware and Oracle Applications framework. These two
products changed the look and feel of the ERP line of Products. Finally grabbing a strong base in
market, with the acquisitions of PeopleSoft, JDE and sun Microsystems, Oracle was capable of
OracleApps88
synthesizing its ERP line of products into a large-scale emblem. They called it Oracle Fusion
Applications. It was released in late 2010, and still being piloted on a major set of its clients. The
embellishment through innovation continues and so does the chronicle of Oracle E-Business
Suite.
Rest of the Market
E-Biz holds the second largest chunk of market share in this field, followed by SAP. After
the Acquisition of PeopleSoft Inc, Sun and JDE, Oracle is measured to be one of the Prime stake
holders in this market. Its considered to be the one and only package in market with 360
degrees business support. Looking at the other contenders in Market, SAP has the biggest pie. It
has its own flavors to the segments it serves. Apart from Oracle and SAP, some other notable
names are Bann, PeopleSoft, JDE, Microsoft Dynamics and Sage.
OracleApps88
OracleApps88
OracleApps88
OracleApps88
i. Go through the different fields such as Asset Number, Description, Tag, Asset Key,
Book in this form.
ii. On the APPLICATION HOME PAGE, click the Cash Management, Vision Operations
(USA) responsibility.
iii. The different menus under this responsibility can be seen.
iv. Click the Bank Balances link.
OracleApps88
5.
Closing a form:
a. Open the Cash Management, Vision Operations (USA) responsibility
b. (N) Bank Statements > Bank Statements and Reconciliation
c. The form showing the Reconcile Bank Statement opens.
OracleApps88
OracleApps88
6.
OracleApps88
b. Log out completely using the Logout link on the APPLICATION HOME PAGE.
OracleApps88
g. (B) Apply
OracleApps88
OracleApps88
c. (B) OK
OracleApps88
2.
Using Icon:
a. Click the Switch Responsibility icon on the toolbar.
OracleApps88
c. (B) OK
OracleApps88
OracleApps88
2. On the menu, click the Description link under Work Structures: Position to open a form.
3.
OracleApps88
OracleApps88
(B) OK
Position Type: Single Incumbent (Select from the LOV.)
(B) OK
Jobs: Select ANA400.Analyst from the LOV.
OracleApps88
(B) OK
Availability Status: Select Active from the LOV.
(B) OK
Location: Choose the default V1 Ship Site A.
OracleApps88
OracleApps88
4.
OracleApps88
Using menu:
a. (M) View > Query By Example > Enter
OracleApps88
OracleApps88
OracleApps88
Note:
While using the Menu option to find a record, we cannot use Query By Example >
Run directly. Instead, we have to follow the above steps to enter the search criteria
first and then query as per the given criteria.
A record can also be retrieved using the Find icon
information to retrieve the record or records.
5.
Edit a record.
a. Edit Position Details from 123.XX to 123.1XX
i. Place cursor over Start Date.
ii. Click the Edit Field icon.
iii. On the Calendar screen you get, do not change the date.
OracleApps88
iv. (B) OK
v. On the Position Flexfield screen you get, change the Position Name from XX to 1XX.
vi. (B) OK
vii. (B) Correction
b. (I) Save
6.
Delete a record:
a. Retrieve the 123.1XX record.
OracleApps88
OracleApps88
OracleApps88
d. (B) Purge
OracleApps88
Select the Human Resources, Vision Enterprises responsibility from the list on the EBusiness Suite Application Home Page by clicking the responsibility name.
Press [Tab] to go down the list and select your responsibility, then press Enter.
Use the mouse button to click Responsibility.
4.
E-Business Suite Application Home Page will display menu options and functions
in a new column on the page that is currently displayed.
Click the Submit Processes and Reports link under the Processes and Reports submenu to
open the Submit a New Request dialog box.
OracleApps88
5.
Select the default Single Request and click OK to open the Submit Request dialog box.
6.
(B) OK
Enter the following in the Parameters window:
Beginning Date Paid: Enter a prior date (say two months prior to
Current/System Date).
Ending Date Paid: Select Current/System Date
Jurisdiction Level: Federal (Select default.)
Detail Level: Summary within Selected Period (Choose default.)
Output file type: Comma Delimited (Select default.)
OracleApps88
(B) OK
OracleApps88
(B) Submit
(B) No
7.
OracleApps88
8.
(B) OK
(N) Requests > Set
9.
Click the Request Set Wizard button in the form. (Do not fill in any other fields.)
OracleApps88
OracleApps88
10. Accept the default value to run your requests sequentially. Click Next. This will create one
stage for each request in the set.
11. Accept the default to Abort Processing if one of your requests ends in Error. Click Next.
.
12. Enter the required information for your Request Set. Click the Next button.
OracleApps88
OracleApps88
(B) OK
Select Users of a Responsibility.
(B) OK
OracleApps88
18. Click the Define Stages button to review your three stages.
OracleApps88
OracleApps88
19. Click the Requests button for Users of a Responsibility (20) and then, click the Parameters
button to view the parameters for this program. You can also review your other stages,
requests, and parameter windows.
OracleApps88
OracleApps88
OracleApps88
Note: Close all windows until you are back to the Request Set window.
23. Return to the Request Set form and click the Link Stages button to view the default values
you selected to link your stages. Notice the Start Stage value and the values for Success,
Warning, and Error. Click the Cancel button after you have completed your review.
26. Select the Request Set option button and click OK.
27. Select your XX Weekly Reports from the list of values (LOV).
OracleApps88
OracleApps88
OracleApps88
Note: You can save this schedule by selecting the Save this schedule check box.
32. Click the Submit button to submit the request.
OracleApps88
33. Record your Request ID and Click No when asked to submit another request.
35. Click the line with the completed Users of a Responsibility report.
OracleApps88
OracleApps88
36. Click the View Output button to see the report online.
Note: Navigating around the online report depends on the viewer you are using at your site.
OracleApps88
Note: Navigate through all the Tabs (Contents, Search, and View Topic) to familiarize
yourself with the interface.
4.
OracleApps88
5. Select the Order Management Super User, Vision Operations (USA) responsibility from the
list on the E-Business Suite Application Home Page by clicking the responsibility name.
Press [Tab] to go down the list and select your responsibility, then press Enter.
Use the mouse button to click Responsibility.
2. Click the Sales Orders link under the Orders, Returns submenu to open the form in the
professional applications interface.
OracleApps88
9.
OracleApps88
Note: Observe different information that is shown for the record. For example: Table/View
Name, Update Date, and so on.
OracleApps88
3.
4.
Navigate to the Notification Web page using (T) Requisitions > Notifications.
5.
OracleApps88
OracleApps88
6.
(B) Go
7.
Click the Home link to go back to the Personal Application Home Page (APPLICATION
HOME PAGE).
3.
(B) New
OracleApps88
4.
5.
(B) OK
(I) Save
Accept the two Note dialog boxes you get by clicking (B) OK
OracleApps88
6.
OracleApps88
Creating an Assignment
In this section of the solution, you view how to assign an employee to an organization.
7. (B) Assignment
8.
OracleApps88
OracleApps88
OracleApps88
Note: You will get a message prompting you to choose between keeping the history of the
existing information and correcting the existing information. Click (B) Correction.
OracleApps88
- (B) OK
- Position = MM400.Materials Manager
- (B) OK
Note: You get a Decision dialog box asking whether to accept the default values.
OracleApps88
OracleApps88
11.
- (B) OK
(I) Save
Note: You will get a caution form asking whether you would want to use thelocation of the
new position.
13. Close all the windows and return to the Navigator page.
Creating a Resource in CRM Module:
14. Use Responsibility = CRM Resource Manager, Vision Enterprises
OracleApps88
OracleApps88
OracleApps88
- (B) OK
- (B) OK (to Set Resouce Attributes)
OracleApps88
Note: You get a message confirming the successful import of the employee record.
- (B) OK
20. (B) Details (to find the details of the Resource)
OracleApps88
22. Close all the windows and return to the Navigator page.
OracleApps88
OracleApps88
3. (B) Create
4. Enter the following information:
a. Select default Customer Type = Organization
b. Organization Name = XX_Customer.
OracleApps88
c.
d.
e.
f.
g.
h.
i.
j.
k.
l.
OracleApps88
OracleApps88
n. (B) Apply
o.
p.
b.
6.
7.
(B) OK
OracleApps88
b.
OracleApps88
c. (B) Discard
b. (B) OK
OracleApps88
a.
(B) OK
OracleApps88
OracleApps88
Now you can see that the Customers entity is shared across applications. It is defined in
one application and accessed in other application.
c.
(B) OK
OracleApps88
3.
OracleApps88
ii. (B) OK
OracleApps88
OracleApps88
4.
OracleApps88
5.
OracleApps88
b. (B) OK
7.
OracleApps88
8.
OracleApps88
9.
OracleApps88
b. You get a note stating that this item is invalid or does not exist in the warehouse.
OracleApps88
c. (B) OK
e. (B) Yes
Note: An item defined in an Inventory application can be used in another application, namely
Order Management.
This shows that the Item entity is shared across applications.
4. Click Save.
5. (M) File > New. Enter values as follows:
Field Name
Value
Value Set Name
XXPO Subclass
Description
Sub class
OracleApps88
List of Values
Non-Hierarchical Security
Char
10
Selected
Deselected
Dependent
6.
7.
Click Save.
OracleApps88
OracleApps88
Assigning Segments
6. (B) Segments
Create the structure based on the segment information in the following table:
No Name
Window Prompt Column (LOV) Value Set (LOV)
1
PO Class
Class
SEGMENT1
XXPO Class
2
PO Subclass
Sub
SEGMENT2
XXPO Subclass
-
Save.
OracleApps88
7.
OracleApps88
8.
OracleApps88
b. Save.
9. Close windows until you are back at the Key Flexfield Segments window.
Select the Freeze Flexfield Definition check box.
(B) OK
(B) Compile
OracleApps88
Adding Values
10. Navigate to the Values window.
(N) Application > Validation > Values
11. Search for any existing values using your value sets:
Find Values By: Key Flexfield
Application: Inventory
Title: Item Categories
Structure: XXPO_ITEM_CAT
Segment: PO Class
(B) Find
OracleApps88
- Save.
- (B) OK to acknowledge the Note dialog box.
Entering Values Dependent on the CCOMP Value
13. Navigate to Find Key Flexfield Segment window.
- (N) Application > Validation > Values
a. Find your value sets:
Find Values By: Key Flexfield
Application: Inventory
Title: Item Categories
Structure: XXPO_ITEM_CAT
Segment: PO Subclass
Independent Value: CCOMP
OracleApps88
b. (B) Find
c. Enter values according to the following table:
Value
Description
KEYBOARD Keyboard, 101-Key
MOUSE
Mouse, Optical
MONITOR
Monitor, Flat Panel
OracleApps88
d. Save.
e. (B) OK to acknowledge the Note dialog box.
Entering Values Dependent on the CSYS Value
14. Navigate to Find Key Flexfield Segment window.
- (N) Application > Validation > Values
a. Find your value sets:
Find Values By: Key Flexfield
Application: Inventory
Title: Item Categories
Structure: XXPO_ITEM_CAT
Segment: PO Subclass
Independent Value: CSYS
OracleApps88
b. (B) Find
c. Enter values according to the following table:
Value
Description
DESKTOP Desktop
PC
PC
SERVER
Server
OracleApps88
d. Save.
OracleApps88
3.
4.
Enter the information for the second value set in the following fields:
- (M) File > New
Value Set Name: XX_CARD_NUM
Description: XX Credit Card Number
Security Type: No Security
Format Type: Number
Maximum Size: 16
Uppercase Only (A-Z): Unchecked
Validation Type: None
OracleApps88
5.
6.
OracleApps88
7.
Enter the information for the fourth value set in the following fields:
(M) File > New
Value Set Name: XX_CHEQUE_NUM
Description: XX Cheque Number for Cheque Context
Security Type: No Security
Format Type: Char
Numbers Only: Checked
Maximum Size: 8
Right Justify and Zero-fill Numbers: Checked
Validation Type: None
OracleApps88
8.
Enter the information for the final value set in the following fields:
(M) File > New
Value Set Name: XX_PAY_TERMS
Description: XX Payment Terms for Finance Context
Security Type: No Security
Format Type: Char
Maximum Size: 15
Validation Type: Table
OracleApps88
OracleApps88
(B) Test
Note: If the Table values are taken correctly, the test of the value set should be completed
successfully. Otherwise it will show an error.
(B) OK
11. Save your work.
Define Your Structure
12. Navigate to (N) Application > Flexfield > Descriptive > Segments.
OracleApps88
13. Use the Find button from the Toolbar or Query the descriptive flexfield for your Team. For
example:
Application: General Ledger
Title: Journal Sources
14. In the Context Field region, enter information in the following fields:
Prompt: Payment Type?
Required: Checked
Displayed: Checked
15. In the Contxt Field Values Region, add in three new contexts:
Credit Card
Cheque
Finance
16. In the Context Field Values region, select the Global Data Elements context and click the
Segments button to navigate to the Segments Summary window.
17. Enter the information for the first segment in the following fields:
Number: 10
Name: Store
Window Prompt: Store
18.
19.
20.
21.
22.
Column: ATTRIBUTE1
Value Set: XX_STORE
Displayed: Checked
Enabled: Checked
OracleApps88
25.
26.
27.
28.
Enabled: Checked
29. Enter the information for the first segment in the following fields:
Number: 10
Name: Cheque Number
Window Prompt: Cheque Number
Column: ATTRIBUTE2
Value Set: XX_CHEQUE_NUM
Displayed: Checked
Enabled: Checked
30. Save your work.
OracleApps88
OracleApps88
36.
37.
38.
39.
OracleApps88
Value: LONDON
Description: Oxford St, London
Enabled: Selected
Value: ROME
Description: Via Condotti, Rome
Enabled: Selected
43. Save.
OracleApps88
OracleApps88
51. Select the Credit Card Payment Type from the LOV.
52. Note that you are now required to enter two pieces of information: the card number and the
expiry date.
53. Exit without saving.
4.
(B) OK
OracleApps88
5.
6.
Save
OracleApps88
7.
8.
OracleApps88
OracleApps88
OracleApps88
Save.
Note: A Note is displayed informing that a request has been submitted to compile the
menus. Click (B) OK.
(B) OK
4. View Requests:
(M) View > Requests
(B) Find
Defining a Responsibility
5. Navigate to the Responsibilities window:
(N) Security > Responsibility > Define
6. Define a Responsibility:
Responsibility Name: XX_New_Payables_Responsibility
OracleApps88
7.
Save.
OracleApps88
OracleApps88
11. Save.
Running Security List Maintenance Report
12. Navigate to the Submit a New Request window:
- (N) Processes and Reports > Submit Processes and Reports
(B) OK
(B) Submit
OracleApps88
- (B) No
14. Monitor the request until it has completed:
- (M) View > Requests
- (B) Find
OracleApps88
- (B) Find
18. Enter/select the following information:
o MO: Default Operating Unit: Vision Operations
o MO: Security Profile: XX_Global_Security_Profile
19. Save.
OracleApps88
OracleApps88
21.
22.
23.
24.
OracleApps88
Save.
Switch Responsibility to XX_New_Payables_Responsibility.
Open Payables.
Navigate to the Invoice Workbench window:
- (N) Invoices > Entry > Invoices
25. Find Operating Unit: Vision Operations, Vision Services, Vision Corporation (UK).
Note: You can find all the Operating Units (OU) that were associated with the Global
Security Profile, and you can enter Invoices in one OU, and pay through the other without
switching responsibilities.
26. Close the form without saving.
OracleApps88
4. Save
5. (B) Distributions
Note that Workflow has generated default accounting combinations.
OracleApps88
6.
7.
OracleApps88
8. (B) Approve
9. Select the default Submit for Approval check box.
10. Select the Forward check box.
OracleApps88
11. (B) OK
12. Close the Requisitions Window.
Viewing Approval Through Workflow
13. Navigate to the Requisitions Summary Window:
(N) Requisitions > Requisition Summary
14. Find your requisition:
Requisition Number: Your requisition number
15. (B) Find
OracleApps88
OracleApps88
OracleApps88
OracleApps88
OracleApps88
18. Browse to the centre of the process map, and double-click the Approval Routing Chooser
icon.
OracleApps88
22. Notice that an approver has been found and a notification has been sent.
OracleApps88
OracleApps88
28. Click the link for your notification that requires approval:
(L) Notifications under Favorites
Notice that your created requisition appears as a notification, awaiting action from cbaker.
29. Open your requisition by clicking the subject line in the Subject column.
OracleApps88
OracleApps88
OracleApps88
User: XXebstudent
Password: XXebstudent
33. (L) Purchasing, Vision Operations (USA)
34. Navigate to the Requisition Summary Window:
(N) Requisitions > Requisitions Summary
OracleApps88
4. (T) Periodic
Frequency = On Demand
Keep = 2 Days
OracleApps88
6.
7.
8.
Save
(B) Run, to check how many records are retrieved.
OracleApps88
OracleApps88
9.
(B) OK
14. Save
Action Level
Summary
18. Save
Defining Action Details
19. In the Action Details Window:
Action Type = Message
To = Enter an appropriate email address
Text = Selected
20. Enter text according to the following table:
Text
Invoice Number Hold Type Hold Reason
=**= Enter summary template below this line =**=
**&Invoice_Number &Hold_Type &Hold_Reason
=**= Enter summary template above this line =**=
Column Overflow = Wrap
Max Width = 80
21. Save
OracleApps88
OracleApps88
25. Save
26. Close the Action Details Window
27. Close the Actions Window.
Defining Action Sets
28. (B) Action Sets, on the Alerts Window
29. Define an Action Set according to the following table:
Seq
Action Set Name
Description
1
e-Mails
e-Mail notifications
OracleApps88
On Error Action
Abort
Abort
33. Save
34. Close all the other windows and return to the Navigator page.
Testing the Alert
35. Navigate to the Request Periodic Alert Check Window.
(N) Request > Check
36. Test the alert
Application = Payables
Alert = XXInvoices on Hold
OracleApps88
OracleApps88
OracleApps88
48. (B) OK
49. Close all the other windows and return to the Navigator page.
OracleApps88
OracleApps88
3.
4.
Suggestion: Change the report parameters like Period, Compare To, and Organizations and
observe the changes to the report.
Scroll down the page and click on the Lines Late To Schedule link, to display the Lines
Shipped Perforrmance Trend.
OracleApps88
Note: That the graphs change automatically to reflect the data according to the specified
parameters.
5.
Scroll down the page to view the links listed at the bottom of the report, click on Lines
Shipped Late to Schedule Detail to view the details of order an lines which got delayed.
6.